ADTRAN CRO sells and gifts common stock
ADTRAN Holdings, Inc. Chief Revenue Officer James Denson Jr reported insider transactions in the company’s common stock.
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Form Type
4
Rhea-AI Filing Summary
ADTRAN Holdings, Inc. Chief Revenue Officer James Denson Jr reported insider transactions in the company’s common stock. He sold 9,332 shares in an open-market transaction at a weighted average price of about $14.72 per share, with individual trade prices ranging from $14.69 to $14.765.
He also made a bona fide gift of 10,469 shares by transferring them to a donor-advised fund sponsored by a charitable organization. After these transactions, he directly holds about 143,277 shares of common stock and indirectly holds about 4,246 shares through a 401(k) plan.
Insider Trade Summary
Net Seller: 9,332 shares
Net Sell
3 txns
Insider
Wilson James Denson Jr
Role
Chief Revenue Officer
Sold
9,332 shs ($137K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 9,332 | $14.72 | $137K |
| Gift | Common Stock | 10,469 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 132,808.486 shares (Direct);
Common Stock — 4,246.251 shares (Indirect, 401(k) Plan)
Footnotes (2)
- F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.69 to $14.765, inclusive. The reporting person undertakes to provide to ADTRAN Holdings, Inc. (the Issuer), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4.
- F2. The reporting person transferred 10,469 shares of the Issuer's common stock to a donor-advised fund sponsored by a charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Key Figures
Shares sold: 9,332 shares
Weighted average sale price: $14.72 per share
Sale price range: $14.69–$14.765 per share
+3 more
6 metrics
Shares sold
9,332 shares
Open-market sale of common stock
Weighted average sale price
$14.72 per share
Common stock sale on 2026-05-20
Sale price range
$14.69–$14.765 per share
Price range for multiple sale transactions
Shares gifted
10,469 shares
Bona fide gift to donor-advised fund
Direct holdings after transactions
143,277.486 shares
Direct common stock ownership post-transaction
Indirect 401(k) holdings
4,246.251 shares
Common stock held through 401(k) plan
Key Terms
bona fide gift, donor-advised fund, weighted average price, 401(k) Plan
4 terms
bona fide gift financial
"The transaction code description states the transfer was a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor-advised fund financial
"Shares were transferred to a donor-advised fund sponsored by a charitable organization."
A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.
weighted average price financial
"The price reported is a weighted average price for multiple sale transactions."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
401(k) Plan financial
"Some shares are held indirectly through a 401(k) Plan account."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did ADTRAN (ADTN) Chief Revenue Officer report?
The Chief Revenue Officer reported selling 9,332 shares of ADTRAN common stock in an open-market transaction and making a bona fide gift of 10,469 shares to a donor-advised fund on the same date.
Was the ADTRAN (ADTN) insider sale part of a derivative exercise?
No, the Form 4 shows no derivative exercises. The reported transactions involve non-derivative common stock, including an open-market sale and a separate bona fide gift, with no option or other derivative activity indicated in the filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
